| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 49 | $7,528.36 | $15,209.6 | $7,681.24 | 102.03% |
W. Travis McKinney HB Wealth Management LLC | 1,145 | $372,180.65 | $353,392.8 | -$18,787.85 | -5.05% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,000 | $1.62M | $1.56M | -$58,869 | -3.64% |
| MC mike Chen Byrne Asset Management LLC | 20 | $6,092.2 | $6,208 | $115.8 | 1.9% |
William Jollie Quent Capital LLC | 72 | $24,651.66 | $22,222.08 | -$2,429.58 | -9.86% |
Taro Kuriyama Axq Capita LLP | 1,114 | $305,458.92 | $340,594.36 | $35,135.44 | 11.5% |
Timothy Gerlach Novem Group | 897 | $292,293.11 | $278,428.8 | -$13,864.31 | -4.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,283 | $2.09M | $4.1M | $2.01M | 96.37% |
Edward Lowndes Angeles Wealth Management LLC | 690 | $241,803.6 | $214,031.1 | -$27,772.5 | -11.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 10 | $3,032 | $3,055.2 | $23.2 | 0.77% |
CJ Harrison DecisionPoint Financial LLC | 1 | $360 | $308.64 | -$51.36 | -14.27% |
| JG John Ginter Callan Family Office LLC | 2,122 | $689,932.08 | $651,358.51 | -$38,573.57 | -5.59% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 44,561 | $8.31M | $13.87M | $5.55M | 66.77% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 164,533 | $44.43M | $50.67M | $6.24M | 14.05% |
Rachel Faulk Cape Investment Advisory Inc. | 21 | $6,367 | $6,481.44 | $114.44 | 1.8% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10 | $3,236 | $3,079.5 | -$156.5 | -4.84% |
Drew Phillips Fortitude Family Office LLC | 21 | $6,812.89 | $6,481.44 | -$331.45 | -4.87% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,055 | $324,287 | $328,389.85 | $4,102.85 | 1.27% |
Bert D. Barre Colonial Trust Co. / SC | 164 | $36,672.04 | $50,252.88 | $13,580.84 | 37.03% |
Brian Matter Creative Capital Management Investments LLC | 3 | $1,051.32 | $925.92 | -$125.4 | -11.93% |